Below is a summary of recent investment returns for each of our investment options. Please remember that past performance is not a reliable indicator of future performance. 

The returns shown below apply to Accumulate Plus, Retirement Access and Defined Benefit investment choice options. Note the returns for the Accumulate Plus and Defined Benefit options are listed under Super in the table.

Accumulate Plus, Defined Benefit and the Retirement Access Transition to Retirement Income Stream (TRIS) returns are based on taxable unit prices and are shown after tax, investment fees and asset (percentage) based administration fees.

Retirement Access account-based pension returns are based on non-taxable unit prices and are shown after investment fees and asset-based administration fees. 

Quarterly returns are not annualised.
 

Diversified investment options

Single asset class options

Some important things to keep in mind about investment returns

• Past investment performance is not a reliable indicator of future performance.

• Returns are not guaranteed and may be positive or negative, which means that the value of your super may rise or fall at any time. If returns are negative, this will reduce the value of your super.

• The level of investment returns will vary and future returns may differ from past returns.

• Investment returns are calculated by the change in unit price for each investment option over a specified period. Learn more about how unit pricing works.

• The actual investment return that applies to your account will depend on the option(s) you are invested in and the timing of any transactions (e.g. switches, contributions, withdrawals) into and out of these options.